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Platform App · Clio

Clio Intake Connector

Move qualified intake details into legal workflows with matter summaries and consultation handoff notes.

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Product Overview

Built for legal teams that need a clearer system.

A legal operations connector concept for firms that need cleaner handoff from marketing intake to legal practice workflows and matter preparation.

Key Features

  • Intake handoff
  • Matter summaries
  • Consultation notes
  • Routing rules

Use Cases

  • Connect intake workflows
  • Prepare consultations
  • Reduce manual data entry

Screenshots and demos

Visual previews attach as this product moves through build stages.

Interface

Workflow

Reporting

Installation

Up and running in a few steps.

  1. 1

    Open the listing and choose Install / Add app

  2. 2

    Approve the requested permissions

  3. 3

    Complete the short guided setup

  4. 4

    Go live — the app is active on your store

Availability

Planned

This product is planned. Join the waitlist to be notified the moment it launches.

Support & refunds

Terms are agreed per engagement. Priority support is included.